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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: His Pinkness who wrote (14682)9/7/1998 9:51:00 PM
From: GO*QCOM  Read Replies (1) | Respond to of 152472
 
QUALCOMM has a strong history of excellent customer-client relationships as evidenced by there long list of licenses.QUALCOMM is committed to delivering superior products such as there family of MSM chips that the Korean manufactures will use to help them rise from the depths of economic depression to prosperity.While all this propaganda is unleashed against the Q try to look to the future.QUALCOMM will be on top with or without ETSI and there GSM companies.ETSI realizes GSM is doomed and they have no where to go but CDMA.Call it WCDMA,CDMA 2000,CDMAone its all the same.IPR is the key to the third generation kingdom and QUALCOMM has a firm hold on it.Tough to swallow for alot of Goliath companies however so was the first of alot of milestones throughout history like the birth of the auto,lightbulb,phone ect.QUALCOMM will do just fine on its own just doing buisness as usual.There excellent management and fairness has led them to become one of the fastest growing companies ever.They have endured unbelivable criticism since the beginning of there commercialization of CDMA.Currently there right on schedule for world wide dominance of the digital cellular industry with CDMA and no one can stop them because they have what everyone needs and wishes they had.



To: His Pinkness who wrote (14682)9/7/1998 11:26:00 PM
From: Clarksterh  Respond to of 152472
 
HP - Clark, you are correct in concluding that I am a victim of ERICY's political propaganda. More importantly, though, it seems that many companies and countries are similar victims. Regardless of how evil and misguided ERICY may be, if it succeeds in convincing companies and countries that QCOM is evil and misguided, then we lose.

I agree that there is some truth to this - after all I said it was a good tactic for Ericsson. But it is limited. Let me ask you the same question that I asked Tero: Give a scenario illustrating how you think Qualcomm will screw themselves inre WCDMA/3g by their current tactics. Given the 3g timelines and the involvement of the US government (keeping things on the straight and level) I can't think of one. They need it (soon), Qualcomm has it. Too bad.

As for customers, manufacturing and partnerships I agree that p***ing everyone off is more dangerous, but to date I haven't heard of any credible danger signals from Sony or Nortel nor have I heard of any problems from Qualcomm customers.

Clark



To: His Pinkness who wrote (14682)9/8/1998 3:52:00 AM
From: Maurice Winn  Respond to of 152472
 
Your Pinkness, Regarding "My concern is the fact that in the business and political worlds, it is not uncommon to see good products left in the dust because the provider is despised." I agree with that one. Alpha Males are interested in being Alpha. They couldn't care less about anything else unless it fits with that primary need. That includes letting any product be ignored even if it is whizzbang.

But the enemies of Qualcomm who despise Qualcomm are the competitors of Qualcomm. They are in some instances the licence holders too. But not the customers. You really shouldn't get worried if competitors purport to despise you. That is what they do. They try to turn authorities against you too.

If Qualcomm does a Neville Chamberlain and gives away the IP for free to Europe, there is nothing achieved. So why bother? Better to remain their avowed enemy. Even if Qualcomm gives it away, they'll still be despised. That's the nature of such dumb thugs.

European politicians or Korean for that matter, can't stop cdmaOne or cdma2000. There are free trade agreements the European politicians will need to break. There is a trade war they will need to suffer.

The "critical interests of the USA" are not lightly dismissed by anyone on this planet. The European kleptocrats will be well aware of that. Though they might pretend to misread the "sense of the Senate".

Korea is not going to abandon cdmaOne or cdma2000 - they have bet the ranch on it. Neither will Mexico, Peru, Brazil etc. China might do a crooked deal with GSM by way of pocket lining, but I doubt it. Europe is the only place which might realistically obstruct cdma in their own jurisdiction. I doubt it. Philips is more European than L M Ericsson or Nokia. Philips is a cdma2000 partner.

I agree with you that there are political risks - I've been ranting about them in relation to Microsoft IP and the ability to use it as they wish for a year. Janet Reno is a real Qualcomm threat. There is a weird reaction to monopolies and if people get their minds twisted into the idea that Qualcomm is abusing a monopoly position, then the dumb alpha male monkeys will steal their bamboo stick. For the good of all you understand. The great collective can't be held to ransom by an evil monopolist. That is the real threat. Not Europe. But Europe might precipitate such an action.

I remain optimistic and think this situation won't arise.

Mqurice